Tama County Investment Services

10/14/2026

Spent the day checking off more CFP(R) and insurance continuing education… 14th year with the FPA of Iowa!

09/25/2026

09/14/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

09/11/2026

09/04/2026

Thanks to everyone who stopped by last week to celebrate our grand opening, it was a success and we appreciate all of our customers! Special congratulations to our drawing winners!

08/28/2026

Stop by this afternoon, great weather to get out and check out the new location! Road Trip Coffee Co. will be here until 2pm!

08/17/2026

We’re excited to announce the 𝗚𝗿𝗮𝗻𝗱 𝗢𝗽𝗲𝗻𝗶𝗻𝗴 𝗼𝗳 𝗧𝗮𝗺𝗮 𝗖𝗼𝘂𝗻𝘁𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗲𝗻𝘁𝗲𝗿! Help us celebrate our brand-new space designed to support your long-term financial goals.

Join us for an open house and chat with our team to explore planning options and see how our expertise and guidance can help you move forward in your investment goals with confidence.

𝗪𝗵𝗮𝘁: Trip Coffee Co. available for purchase, snacks, and giveaways!
𝗪𝗵𝗲𝗻: Friday, August 28th | 9AM - 2PM
𝗪𝗵𝗲𝗿𝗲: 1003 S County Road Toledo, IA 52342

07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

07/04/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate the nation we love!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family? Post your plans below!

From my family to yours, here's to a fantastic Independence Day! Isn't it incredible to call America home? God bless the USA!